Essex Savings Bank Purchases and Sells in Q4 2024

Essex Savings Bank

$398 Million
Q4 2024

Top Buys

Incresed Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	830 + 0.74%	$221.69 - $259.02 $184K - $215K	113K $28.2M
AMZN	663 + 2.03%	$180.88 - $232.93 $120K - $154K	33.3K $7.31M
ADP	550 + 1.27%	$280.08 - $307.97 $154K - $169K	43.9K $12.8M
VTI	2.28K + 52.07%	$280.04 - $302.45 $638K - $689K	6.65K $1.93M
V	174 + 1.13%	$273.87 - $320.91 $47.7K - $55.8K	15.6K $4.93M
BRK-A	1 + 6.67%	$664750.0 - $724132.5 $665K - $724K	16 $10.9M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TILT	2.05K New	$210.31 - $227.39 $430K - $465K	2.05K $441K
SPLG	4.82K New	$66.77 - $71.52 $322K - $345K	4.82K $332K
OKE	3.12K New	$92.28 - $117.05 $288K - $365K	3.12K $312K
FSIG	15.1K New	$18.8 - $19.23 $283K - $290K	15.1K $284K
VUG	672 New	$378.79 - $428.11 $255K - $288K	672 $275K
AWR	3.51K New	$77.72 - $87.27 $273K - $306K	3.51K $272K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-468 - 0.26%	$105.51 - $125.37 $49.4K - $58.7K	179K $19.3M
JNJ	-2.05K - 2.87%	$143.34 - $165.86 $294K - $340K	69.4K $10M
LLY	-274 - 2.42%	$727.2 - $932.06 $199K - $255K	11.1K $8.53M
PEP	-1.44K - 6.67%	$151.29 - $176.1 $218K - $254K	20.2K $3.06M
MRK	-269 - 0.8%	$96.31 - $114.76 $25.9K - $30.9K	33.4K $3.32M
CL	-2.18K - 13.11%	$90.22 - $102.31 $196K - $223K	14.4K $1.31M

Activity Summary All Purchases 154 New Holdings 27 Increased Positions 127 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

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